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Whitaker-Myers Wealth Managers’s Intercontinental Exchange ICE Stock Holding History

Whitaker-Myers Wealth Managers’s Portfolio ICE Stock Details ICE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,796
Closed -$231K – 101
2023
Q4 		$231K Buy
+1,796
New +$204K 0.11% 74

Other funds holding ICE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Whitaker-Myers Wealth Managers's ICE Position: Q1 2024 in Review

Whitaker-Myers Wealth Managers sold out of Intercontinental Exchange (ICE) in Q1 2024, closing a stake of 1,796 shares — an estimated $231K sold.

Whitaker-Myers Wealth Managers first reported a position in ICE in Q4 2023 and held it in 1 quarter. The position peaked at $231K in Q4 2023. 1,458 funds tracked by Wall St. Rank hold ICE as of Q1 2024.

  • Whitaker-Myers Wealth Managers reported no remaining Intercontinental Exchange position as of Q1 2024 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 1,796 Intercontinental Exchange shares in Q1 2024, an estimated $231K.
  • Whitaker-Myers Wealth Managers first reported a position in Intercontinental Exchange in Q4 2023 and held it in 1 quarter.
  • Whitaker-Myers Wealth Managers's Intercontinental Exchange position peaked at $231K in Q4 2023.
  • 1,458 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q1 2024.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q1 2024, filed 12 Apr 2024.